K. Jones is a financial advisor with UBS Financial Services in Rochester Hills, MI, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with UBS since 2013. Jones serves as treasurer for the Golf Cottage I Association condominium association in Lewiston, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jennifer Griffin is a CFP®-credentialed financial advisor with 22 years of industry experience. She is associated with Cetera and has held roles at Cetera since 2006 as well as ownership of Griffin Wealth Management & Tax, LLC since 2012. Additionally, she serves as a Senior Tax Manager at Marcum LLP, where she performs tax planning and preparation remotely. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to various investment strategies through affiliated and third-party managers.

Gurdeesh Singh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Meredith Atrasz is a Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional background includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as Client Service Specialist at TD Ameritrade. Her approach focuses on helping clients improve their financial situation by aligning their plans with their goals and personal preferences. Meredith emphasizes collaboration that involves candor, openness to new ideas, accountability, and action. She aims to build life-long relationships with clients and their families to educate and empower them to make informed financial decisions. Outside of her professional work, Meredith has interests in cooking and baking, music, parenthood, puzzles, traveling, and yoga.

Steven Enders is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Cetera, Summit Financial Group, and J P Turner & Company Capital Management. He is involved with Michigan Financial Companies as a registered financial consultant, focusing on fixed annuities, securities sales, and investment advisory. OSAIC Wealth serves a broad range of clients, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through multiple programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires, efficient frontier analysis, and rebalancing.

Peter Singler Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services and Questar Asset Management, and he has maintained a tax preparation and accounting business since 1984. He provides tax and accounting services through his involvement with Altman & Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple program options.

Robert Stockoski is a CFP® professional with 22 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial, where he has worked since 2018. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He also holds a notary public designation as a minor outside activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and various advisory strategies.

Fred Kobler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with Cetera and its affiliates since 2015 and previously at Summit Financial Group Inc. Kobler is also the president and majority owner of United Tax Service Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a wide range of program options and custodial relationships.

Alison Truchan is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Gerald Purdy is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 16 years. He is also co-owner of Firma Financial Planning, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Gongju Baek is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Mass Mutual Investors Services, New York Life Insurance Company, and Atomy America Inc. Since 2023, she has been with J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Brian Probst is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James & Associates, where he has worked since 2016. Probst is also the CEO and branch owner of Probst Private Wealth Management, a support company based in Auburn Hills, MI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports clients through various advisory programs, with notable involvement in municipal advisory services and employer SIMPLE IRA consulting.

Mark Ducharme is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and concurrently works with Innovative Financial Inc, where he serves as a financial professional and tax preparer. Ducharme is also president of Ducharme Financial Services Inc, an entity established for income tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with a variety of program structures and custodial relationships.

Jeremy Coppola is a CFP® with three years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Woodbury Financial Services, and Equitable Advisors. Outside of his advisory work, he has been involved with an LLC performing general office and assembly tasks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Pirret is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her prior roles include positions at Cetera and Genisys Credit Union, where she has worked for over two decades. She is also involved with Genisys Investment Services related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing both proprietary research and third-party strategies while supporting its platform with advanced operational tools.

Robert Abraham is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 credential. His prior roles include positions at Sigma Financial Corporation, Spectrum Financial Resources, United Planners' Financial Services, and Ameriprise. He is also involved in an independent insurance business he operates under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Kevin Van De Steene is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2012. Outside of his advisory role, he serves as a Finance Board Member at St. Mary Mystical Rose Parish in Armada, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Stephen Niezgoda is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and Morgan Stanley Dw Inc. He also serves as an independent insurance agent and is president of Summit Wealth Management Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers multiple platform options, including proprietary model strategies under the Founders Gate Capital brand.

David Bond is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he is vice president of Wiklund & Bond Financial Services, an S-Corp specializing in group benefits such as health insurance, dental, group life, and disability. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-driven investment process with portfolio optimization and multiple management strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Anthony Macaluso is a financial advisor with LPL Financial who holds a Series 66 designation and has 14 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.